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Starfire Investment Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Starfire Investment Advisers’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$4.72M Sell
372,184
-6,848
-2% -$79.8K 2.26% 9
2020
Q1 		$3.77M Sell
379,032
-11,728
-3% -$134K 2.07% 12
2019
Q4 		$4.54M Sell
390,760
-6,656
-2% -$73.4K 1.73% 16
2019
Q3 		$4.17M Buy
397,416
+14,432
+4% +$152K 1.71% 17
2019
Q2 		$3.98M Sell
382,984
-7,112
-2% -$72.3K 1.78% 15
2019
Q1 		$3.87M Sell
390,096
-672
-0.2% -$6.36K 1.78% 15
2018
Q4 		$3.37M Buy
390,768
+2,312
+0.6% +$21.5K 1.81% 15
2018
Q3 		$3.98M Sell
388,456
-360
-0.1% -$3.59K 1.98% 15
2018
Q2 		$3.68M Sell
388,816
-14,344
-4% -$134K 1.86% 15
2018
Q1 		$3.61M Buy
+403,160
New +$3.72M 1.88% 15
2017
Q4 		– Sell
-449,592
Closed -$3.71M – 210
2017
Q3 		$3.71M Buy
449,592
+3,064
+0.7% +$24.9K 2.25% 12
2017
Q2 		$3.53M Buy
446,528
+1,728
+0.4% +$13.5K 2.06% 13
2017
Q1 		$3.34M Buy
444,800
+21,152
+5% +$156K 1.8% 15
2016
Q4 		$2.96M Buy
423,648
+15,616
+4% +$108K 1.69% 16
2016
Q3 		$2.83M Buy
408,032
+2,520
+0.6% +$17.3K 1.67% 16
2016
Q2 		$2.66M Buy
405,512
+2,112
+0.5% +$13.9K 1.83% 13
2016
Q1 		$2.64M Sell
403,400
-17,680
-4% -$110K 1.74% 15
2015
Q4 		$2.78M Buy
421,080
+10,896
+3% +$72.7K 1.91% 13
2015
Q3 		$2.56M Sell
410,184
-10,320
-2% -$68.7K 1.87% 14
2015
Q2 		$2.82M Buy
420,504
+720
+0.2% +$4.91K 1.87% 13
2015
Q1 		$2.83M Buy
+419,784
New +$2.78M 1.85% 13

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Starfire Investment Advisers's SCHG Position: Q2 2020 in Review

Starfire Investment Advisers reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q2 2020, selling an estimated $79.8K and leaving 372,184 shares worth $4.72M. The position accounts for 2.26% of the portfolio, ranked #9.

Starfire Investment Advisers first reported a position in SCHG in Q1 2015 and has held it in 21 quarters since. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

  • Starfire Investment Advisers held 372,184 shares of Schwab US Large-Cap Growth ETF worth $4.72M as of Q2 2020.
  • Starfire Investment Advisers sold 6,848 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $79.8K.
  • Schwab US Large-Cap Growth ETF made up 2.26% of Starfire Investment Advisers's portfolio in Q2 2020, its #9 holding.
  • Starfire Investment Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q1 2015 and has held it in 21 quarters since.
  • 580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.